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Jonathan D Lynch

Boston Financial Management LLC

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About Jonathan D Lynch

Jonathan D Lynch is an investment advisor representative at Boston Financial Management LLC. Jonathan has been in the industry since 2003 and is registered to offer investment advisory services in Massachusetts and Texas. Jonathan holds the Series 6, 7, 63 and 65 licenses. Jonathan is a Chartered Financial Analyst. Jonathan has previously worked at BROWN BROTHERS HARRIMAN & CO. and UPROMISE INVESTMENTS, INC. Boston Financial Management LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Jonathan Lynch is currently registered with Boston Financial Management LLC. Boston Financial Management LLC is an investment advisor registered with the SEC. The firm manages over $4.4 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. The firm offers a variety of services, including financial planning, portfolio management, and wrap fee programs. Boston Financial Management LLC is headquartered in Boston, MA.
Boston Financial Management LLC

255 STATE STREET

BOSTON, MA 02109

$4.45B

Assets Under Management

2

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Lynch’s Registration & Firm History

MA

12/13/2021 - Present

Boston Financial Management LLC (BOSTON MA)

MA

05/15/2006 - 05/09/2007

BROWN BROTHERS HARRIMAN & CO. (BOSTON MA)

MA

03/17/2004 - 03/31/2006

UPROMISE INVESTMENTS, INC. (NEWTON MA)

WI

06/16/2003 - 11/05/2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 07/20/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/12/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan D Lynch.
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